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At ING Trust U.S.A., we know you have worked hard to gain the trust and build relationships with you clients. Now, you don’t have to sacrifice that relationship in order to give your clients access to high quality trust administration services. The resources available to you through ING Trust U.S.A. will strengthen the bond you have with your clients.
How Are We Different?
- You are the key contact between your clients and trust services. As your clients’ relationship manager, you stay involved and consult with your client and a trust officer to help ensure the trust and investment strategy meets your clients’ needs.
- You help choose the investment approach that best meets the needs of your client and your management preferences. Our services can be “bundled” with our asset management, or “unbundled” and combined with investment programs that let you actively manage your clients’ trust assets.
- Our unbundled services are available with your broker/dealer wrap account program, fee plus ticket program and separate account programs.
- You can retain and increase assets under management.
- We can assist you with introducing trust strategies that will help you retain and attract more assets.
- For bundled accounts, where we manage the assets, you receive compensation based on the value of the marketable securities. For unbundled accounts, you set the advisory fee according to the advisory services program.
What We Provide for Your Clients
A professional trust administration team is designated for each client.
Services include record-keeping, ongoing remittance services, distributions, gifting consultation and information for tax reporting.
Annual performance reviews are prepared for delivery by you – you remain the key contact for your client.
What We Provide for You
We work to help you succeed. Our trust and investment professionals use a collaborative approach and work with you and your client to help:
- Determine an appropriate asset allocation
- Construct the portfolio in a tax-efficient manner
- Conduct ongoing performance analysis while monitoring the cost basis of the assets
Plus, when you have questions, our experienced staff is only a toll-free phone call away. Because every client is assigned a personal trust team, you work with the same professionals every time you call.
Training Opportunities
We offer training opportunities for you that cover:
- Basic estate planning
- Charitable trust strategies
- Investment allocation for trust accounts
- Prospecting for trust clients
- Using ING Trust U.S.A.
Professional Marketing Support
We are here to support and help you market trust services with:
- Brochures to help you educate your clients
- Customized sales kits
- Suggested language for trust documents
- Case design consultation
When you’re ready to do business with the trust services company that puts you first, give us a call. We’re looking forward to talking with you. 877.250.7171
cn53989102006
000911
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